13F-HR: MidWestOne Financial Discloses Q2 2025 Equity Holdings

MidWestOne Financial Group, Inc. filed its Form 13F-HR, revealing its equity portfolio valued at $770.16 million as of June 30, 2025.

Summary

• MidWestOne Financial Group, Inc. submitted its Form 13F-HR for the quarter ended June 30, 2025.
• The total market value of the institutional investment manager's reported holdings was $770,158,989.
• The report details 376 distinct equity positions held by the manager.
• All holdings of the reporting manager are included in this report, with no other included managers.
• Brian D. Hunt, First Vice President, signed the report on June 13, 2025.

Sentiment

Score: 5

Explanation: The filing is a routine regulatory disclosure of equity holdings, providing factual data without expressing positive or negative sentiment regarding the reporting manager's performance or outlook.

Positives

• MidWestOne Financial Group, Inc. manages a substantial equity portfolio with a total reported value of $770,158,989.
• The portfolio demonstrates diversification across 376 distinct equity positions, including common stocks and various exchange-traded funds (ETFs).

Negatives

• NA

Risks

• The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete, and readers should not assume the information is accurate and complete.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

• Shareholders: Provides transparency into the investment strategy and portfolio composition of MidWestOne Financial Group, Inc.
• Regulatory Authorities: Fulfills mandatory disclosure requirements set by the SEC.

Key Dates

Keywords

13F, SEC filing, equity holdings, institutional investment, portfolio, asset management, MidWestOne Financial Group, stocks, ETFs